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One-click billing

Bill from work already done, not from a blank spreadsheet

Sequentia connects field execution to billing. Time, tasks, and items already captured become ready-to-send lines, with history, revisions, and professional PDFs.

Screenshot of the Sequentia billing flow showing work captured and converted into a client-ready invoice. Screenshot of the Sequentia billing flow showing work captured and converted into a client-ready invoice.
Captured work feeds billing from the work document, generated in one click without re-entry.
The problem

Billing rebuilds what was already done somewhere else

Teams deliver work in Sequentia, then start over in Excel or another tool to invoice. The result is delays, missed lines, and amounts that are hard to defend.

Lost time

“How many hours did we spend?” — searched across three places.

Missing lines

“We forgot to bill the parts.” — material already consumed on the record.

Hand-built PDF

“Can you redo the invoice?” — latest version lost in an email thread.

Three losses. One late invoice.

The method

From record to invoice without leaving the flow

Each step reuses data captured during execution. Billing becomes the logical next step, not a parallel project.

  1. 01

    Capture

    Time, tasks, items, and approvals stay on the work document or ticket.

  2. 02

    Consolidate

    Billable lines group together with client, project, and history context.

  3. 03

    Invoice

    Quote or invoice generated from data the team has already validated and grouped in the work document.

  4. 04

    Send

    Professional PDF and client delivery with draft, sent, paid, or overdue statuses.

The result

Faster, more reliable, and more defensible billing

01

Shorter billing cycles

Less manual preparation between finished work and client send.

02

Fewer missed billables

Hours, tasks, and items already tied to the record reduce lost lines.

03

More predictable finances

Invoices go out sooner because the data is already prepared.

04

Easier-to-defend amounts

Delivered work stays attached to the invoice when clients ask questions.

Explore Billing features
FAQ

Frequently asked questions

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Can you bill from time and tasks already captured?

Yes. Hours, completed tasks, and items recorded in work documents can feed a quote or invoice without manual re-entry.

Can a quote be converted into an invoice?

Yes. An accepted quote can be converted into an invoice while keeping commercial context and prepared lines intact.

How do you send the invoice to the client?

The invoice can be generated as a PDF and sent directly to the client with your branding, then tracked with the appropriate statuses.

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